See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,081 | $30,400-73.4% | $53,898-85.0% | $84,808-90.5% |
| Participation rate | 92.0% | 46.4%+45.6pp | 55.0%+37.0pp | 68.3%+23.7pp |
| Annual return | 2.91% | 500.19%-497.3pp | 528.60%-525.7pp | 40.90%-38.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $309 | $1,199-74.3% | $1,826-83.1% | $4,212-92.7% |
| Admin fee / account holder | $828 | $1,993-58.5% | $2,491-66.8% | $7,344-88.7% |